Analyst - Portfolio Optimization & Allocations
2 weeks ago
Position Overview
- Assist with daily portfolio management activities such as allocations, liquidity management, and balancing asset liability metrics; serve as link between the portfolio management team, trading desks, liquidity management group, and operations for daily and monthly reporting, compliance and performance purposes
- Understand various client account needs to support portfolio allocation and construction activities, including investment guidelines limitations, cash and liquidity considerations, and risk tolerance
- Evaluate portfolio positioning and determine appropriate asset mix to rebalance portfolios
- Interact with Portfolio Managers on optimization of the asset portfolio in prevailing market conditions
- Prepare investment-related reports and presentations for senior investment professionals, senior management, board of directors, ratings agencies
- Participate in team and departmental projects and process improvement initiatives
Qualifications & Experience
- Bachelor’s degree in finance, economics, mathematics or other technical/quantitative field from a top-tier university or equivalent experience
- 2+ years of relevant work experience in fixed income, treasury, or insurance
- Strong analytical and problem-solving skills a must; Good communication, organizational and interpersonal skills
- Ability to take initiative on tasks and responsibilities; Attention to detail and ability to manage competing priorities and work in a fast-paced environment
- Proficient in Microsoft Excel and PowerPoint; VBA, SQL, Python and programming skills are a differentiator
Pay Range
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